The Big Get Bigger Three quarters of the way through the year and it has certainly been an unusual one thus far. If one were to just look at headline... read more →

Financial Markets Review Last month, we briefly discussed seasonality as it relates to stock market performance during the months of August and September. Over the past 50 years, August and... read more →

Aim Small, Miss Small In the movie The Patriot, Mel Gibson stars as a father trying desperately to keep his family untouched by the Revolutionary War taking place all around... read more →

Financial Markets Review After months of extremely narrow market leadership, strength in equities finally began to broaden out in June 2023. It has been well publicized that much of the... read more →

Buckle up for a bumpy ride, but bumpy rides bring opportunity The U.S. stock market continues to be extremely volatile, taking its cues from interest rates and the strength of... read more →

Financial Markets Review After years of zero interest rate policy (ZIRP), cracks in the financial system began to emerge in early March. You would never know it by the positive... read more →

Castle Tandem Fund Update As the Q4 earnings season draws to a close, the uncertainty surrounding corporate earnings growth has seemingly become murkier. With 99% of S&P 500 companies having... read more →

Looking backward to move forward For most investors, 2022 was a challenging year. The struggle to regain some sense of normalcy following a global pandemic took a new twist. Volatility... read more →

Financial Markets Review After a dismal August and September where the S&P 500 declined 4.08% and 9.21%, respectively, the market was due for a bounce. Over the past month, equity... read more →

After rallying through the summer, the market is back to its declining ways The third quarter of 2022 was a tale of two markets. From June 30th through August 16th,... read more →